About Linda1750

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Re: A rollover from a Roth account in a 401(k) to a Roth IRA, coded ...

The 1099-R is correct and I entered it correctly. I found the work around. Go back to the 1099-R entry. Delete code "B" and "G" from box 7. Enter the "G" in the...

Linda1750

Updated Mar 23, 2026
Solved Re: Tax Discrepancy

Qualified dividends it was. Thanks.

Linda1750

Updated Feb 04, 2023
Solved Re: Tax Discrepancy

Bingo. It's the qualified dividends. I had not printed that worksheet. Thank you Volvo Girl!

Linda1750

Updated Feb 04, 2023
Solved Re: Tax Discrepancy

Thanks for responding. No stock sales last year only $140 in gains reported on Form DIV.

Linda1750

2

Updated Feb 04, 2023

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Date Registered	‎February 3, 2023 2:42 PM
Date Last Visited	a month ago
Total Messages Posted	6

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